See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,021 | $81,460-59.5% | $103,333-68.0% | $80,856-59.2% |
| Participation rate | 85.2% | 66.8%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 14.04% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,067 | $3,105-33.4% | $3,868-46.5% | $2,755-25.0% |
| Participant deferral / active EE | $6,770 | $3,869+75.0% | $5,057+33.9% | $4,296+57.6% |
| Admin fee / account holder | $1,739 | $6,566-73.5% | $8,355-79.2% | $6,918-74.9% |